Cambridge Advisors’s First Trust Securitized Plus ETF DEED Stock Holding History

Cambridge Advisors’s Portfolio DEED Stock Details DEED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-57,594	Closed	-$1.23M	–	165
2023 Q2	$1.23M	Buy	57,594 +129	+0.2%	+$2.78K	0.31%	54
2023 Q1	$1.25M	Buy	57,465 +119	+0.2%	+$2.57K	0.32%	52
2022 Q4	$1.21M	Sell	57,346 -1,180	-2%	-$25K	0.32%	51
2022 Q3	$1.26M	Sell	58,526 -4,018	-6%	-$91.2K	0.36%	44
2022 Q2	$1.42M	Sell	62,544 -7,703	-11%	-$179K	0.39%	41
2022 Q1	$1.7M	Sell	70,247 -2,336	-3%	-$58.3K	0.4%	34
2021 Q4	$1.86M	Buy	72,583 +1,891	+3%	+$48.8K	0.42%	31
2021 Q3	$1.83M	Buy	70,692 +5,717	+9%	+$149K	0.45%	32
2021 Q2	$1.69M	Buy	+64,975	New	+$1.68M	0.41%	37

Other funds holding DEED

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return